Peter Bart Pochily

Daniel West is a financial advisor at West Financial Planning in Cherry Valley, NY, holding CFP® and Series 65 credentials with five years of industry experience. His prior work includes roles at H&R Block and the United States Postal Service. West Financial Planning primarily serves families and individual clients through comprehensive financial planning and investment management centered on a written plan. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing strategic asset allocation with passively managed ETFs, diversification, and quarterly reviews, operating on a non-discretionary basis.

Richard Pinder is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and internal investment management teams.

Jason Tabor is a CFP® with 22 years of industry experience, currently with Principal Financial Services. His prior roles include positions at Allied Financial Partners, Securities America, and Principal Life Insurance. He serves as the incoming board chair of the Otsego County Chamber of Commerce. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Matthew Powers is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities, Inc., and Equitable Advisors, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tyler Jones is a financial advisor with Principal Financial Services holding a Series 66 credential. He has recently begun his career in the industry, joining Principal Securities Inc. and Principal Life Insurance Co. in 2025. Prior to this, his work experience includes roles in various sectors such as education, food service, and delivery services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Nerissa Hanley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of financial advising, Hanley is co-owner and vice president of Houghtaling & Hanley Funeral Home, a local funeral service business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and maintains oversight of its model portfolios, operating primarily under a tiered wrap-fee structure.